CLOUD APPS CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
172001
Registered since
July 11, 2014

Firm profile

FINTRX

Overview

Cloud Apps Capital Partners is an LLC that operates as a sponsor and general partner of pooled investment vehicles, with SEC registration dating back to 2014. The firm’s activity centers on running closed-end private funds rather than serving a roster of retail advisory clients. It does not market itself as an ESG-focused manager and is structured as an individually owned advisory entity operating at the fund level. Its regulatory profile indicates a narrow, fund-centric business model rather than a multi-state retail advisory practice. Cloud Apps Capital Partners appears to allocate its managerial resources toward venture-backed strategies, acting as the managing member and GP for the vehicles it controls. That sponsorship role suggests the firm handles sourcing, diligencing, portfolio construction and capital calls for limited partners rather than providing separate account management to individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATTHEW HOLLERAN

    General PartnerCRD 1995140

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
101 Jefferson Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth